Energy Shock Expected to Hit Prices Harder Than the Economy

In this week’s market commentary, we break down how rising energy prices and supply chain disruptions are impacting the U.S. economy—and why the biggest risk may be inflation, not growth.

While geopolitical tensions continue to create volatility, the broader economy has remained relatively resilient. In this video, we cover:
🔹 Why Middle East tensions are expected to slow growth modestly—but not derail expansion
🔹 How supply chain disruptions could subtract 0.2–0.3% from GDP growth in the coming quarters
🔹 The growing role of business investment and AI‑related capital spending as a key economic support
🔹 What a low savings rate means for consumers, credit demand, and financial stability
🔹 Why inflation pressures are broadening—and could rise by up to 1 percentage point if energy prices remain elevated
🔹 What it all means for Fed policy and interest rates

The key takeaway: the economy is proving resilient, but rising costs and tighter household budgets are becoming more important risks to watch.

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Видео Energy Shock Expected to Hit Prices Harder Than the Economy канала Molitor Wealth Management